AI-Agents for Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsYour campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.
16 toolsYour evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
13 toolsGet copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.
8 toolsYour team gets Pinterest clips as MP4s in a shared folder, with a download link sent back in the same email thread.
8 toolsYour creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.
12 toolsTurn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
17 toolsKeep your group session roster current as requests arrive, and give confirmed visitors the time and joining details they need.
44 toolsYour clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
29 toolsYour signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsGuests get the current video link in their meeting invitation, and you get an email showing what changed.
25 toolsYour renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 tools
